Trainee Paraplannerat Gemini Wealth Management Limited
GGemini Wealth Management LimitedSutton Coldfield
Sutton ColdfieldFull-time, 8:30am - 5pm Mon-Thurs, 9am - 1pm FriOn-sitePermanent
salaryOn application
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Join Gemini Wealth Management Limited as a Trainee Paraplanner and kick-start your career in the financial services sector! With a supportive team and a focus on professional growth, this role is perfect for those eager to learn and develop their skills.
what you'll get
trainingOngoing professional development opportunities
career growthClear paths for advancement
what you'll be doing
1Client SupportAssist clients by preparing financial documents and reports.
2ResearchConduct thorough research to help advise clients effectively.
3DocumentationEnsure all client documentation is accurate and up-to-date.
4CollaborationWork closely with senior paraplanners to develop client strategies.
what you'll need
experienceNo prior experience required
hoursFull-time, 8:30am - 5pm Mon-Thurs, 9am - 1pm Fri
startASAP
Attention to detailCommunicationTeamworkAnalyticalTime management
Gemini Wealth Management Limited is hiring a Trainee Paraplanner in Birmingham. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.
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